WISDOMTREE TR (EES)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
163
Reporting holders
$445.1M
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $50.4M | 743,249 | 0.00% | 35q | +1.1%+$545.3K |
| UBS Group AG | $47.8M | 705,777 | 0.01% | 31q | -1.4%-$677.0K |
| LPL Financial LLC | $40.4M | 595,597 | 0.01% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $33.4M | 492,642 | 0.00% | 31q | -6.5%-$2.3M |
| AMERIPRISE FINANCIAL INC | $30.2M | 445,820 | 0.01% | 31q | -50.8%-$31.2M |
| Cetera Investment Advisers | $23.5M | 346,942 | 0.02% | 10q | -4.1%-$994.3K |
| Savant Capital, LLC | $21.4M | 340,257 | 0.06% | 26q | +96.4%+$10.5M |
| Key Financial Inc | $19.9M | 293,975 | 3.26% | 23q | +2.1%+$402.4K |
| RAYMOND JAMES FINANCIAL INC | $10.0M | 147,585 | 0.00% | 7q | -27.7%-$3.8M |
| WELLS FARGO & COMPANY/MN | $9.8M | 144,722 | 0.00% | 31q | -50.3%-$9.9M |
| Arkadios Wealth Advisors | $9.4M | 138,763 | 0.14% | 4q | -11.4%-$1.2M |
| Linscomb Wealth, Inc. | $9.0M | 132,932 | 0.39% | 31q | -3.9%-$367.2K |
| ROYAL BANK OF CANADA | $9.0M | 132,675 | 0.00% | 31q | +2.7%+$237.3K |
| Mariner, LLC | $7.3M | 107,319 | 0.01% | 11q | -13.6%-$1.1M |
| Shore Point Advisors, LLC | $6.4M | 93,890 | 2.18% | 19q | HELD |
| TopTier Wealth Management, LLC | $6.3M | 93,282 | 3.82% | 3q | -1.5%-$98.2K |
| Merit Financial Group, LLC | $6.0M | 89,179 | 0.02% | 3q | +17.9%+$918.2K |
| Waverly Advisors, LLC | $5.3M | 78,844 | 0.03% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $5.2M | 76,582 | 0.00% | 31q | -2.4%-$129.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.0M | 74,292 | 0.00% | 11q | +57.6%+$1.8M |
| Amplius Wealth Advisors, LLC | $4.5M | 65,656 | 0.33% | 5q | -42.8%-$3.3M |
| OSAIC HOLDINGS, INC. | $4.4M | 65,232 | 0.01% | 26q | +57.5%+$1.6M |
| CULBERTSON A N & CO INC | $4.1M | 61,043 | 0.48% | 31q | -1.1%-$45.1K |
| NewSquare Capital LLC | $3.9M | 57,355 | 0.29% | 25q | +2.4%+$90.7K |
| Rockefeller Capital Management L.P. | $3.4M | 50,093 | 0.01% | 30q | +6.9%+$217.9K |
| JPMORGAN CHASE & CO | $3.3M | 49,359 | 0.00% | 31q | +1.1%+$37.9K |
| Private Advisor Group, LLC | $3.3M | 47,989 | 0.01% | 31q | -39.9%-$2.2M |
| STIFEL FINANCIAL CORP | $3.2M | 47,249 | 0.00% | 22q | +2.7%+$84.7K |
| &PARTNERS | $2.7M | 39,324 | 0.01% | 16q | +13.7%+$321.7K |
| CITADEL ADVISORS LLC | $2.2M | 32,589 | 0.00% | 2q | +212.0%+$1.5M |
| Smartleaf Asset Management LLC | $1.9M | 28,163 | 0.06% | 11q | HELD |
| Atria Investments, Inc | $1.8M | 27,111 | 0.02% | 11q | -38.7%-$1.2M |
| Creative Planning | $1.8M | 25,857 | 0.00% | 26q | -0.9%-$15.1K |
| OPTIMA CAPITAL LLC | $1.6M | 24,255 | 0.65% | 7q | HELD |
| LANARK FINANCIAL, INC. | $1.5M | 21,887 | 0.10% | 12q | +4.7%+$67.1K |
| Kestra Advisory Services, LLC | $1.4M | 20,831 | 0.00% | 23q | -6.7%-$101.5K |
| New Perspectives, Inc | $1.4M | 20,533 | 0.43% | 11q | -1.8%-$25.8K |
| Global Retirement Partners, LLC | $1.4M | 20,207 | 0.02% | 16q | -9.8%-$148.5K |
| HOWARD WEALTH MANAGEMENT, LLC | $1.3M | 19,178 | 0.48% | 27q | HELD |
| MOLLER WEALTH PARTNERS | $1.2M | 18,397 | 0.23% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $1.2M | 17,892 | 0.01% | 29q | -0.8%-$10.1K |
| Avidian Wealth Enterprises, LLC | $1.1M | 16,897 | 0.03% | 2q | HELD |
| Three Bearings Fiduciary Advisors, Inc. | $1.1M | 16,774 | 1.02% | new | FIRST |
| Western Wealth Management, LLC | $1.1M | 16,761 | 0.04% | 2q | +213.9%+$774.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.0M | 15,186 | 0.00% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $1.0M | 15,029 | 0.00% | 22q | HELD |
| Larson Financial Group LLC | $985.4K | 14,536 | 0.03% | 9q | -1.8%-$17.6K |
| TITLEIST ASSET MANAGEMENT, LLC | $939.9K | 13,864 | 0.06% | 3q | -0.8%-$7.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | $852.5K | 12,575 | 0.03% | 31q | -6.0%-$54.2K |
| JANE STREET GROUP, LLC | $846.6K | 12,489 | 0.00% | 3q | -14.3%-$141.6K |
| HighPoint Advisor Group LLC | $777.1K | 11,463 | 0.03% | 3q | +12.3%+$84.9K |
| Oxler Private Wealth LLC | $733.8K | 10,825 | 0.21% | 23q | -4.9%-$38.2K |
| HARBOUR INVESTMENTS, INC. | $733.4K | 10,819 | 0.01% | 21q | HELD |
| CIBC Bancorp USA Inc. | $728.1K | 10,740 | 0.00% | 2q | HELD |
| MEANS INVESTMENT CO., INC. | $716.7K | 10,572 | 0.05% | 31q | -3.1%-$23.3K |
| TWO SIGMA INVESTMENTS, LP | $711.8K | 10,500 | 0.00% | 12q | -43.2%-$542.3K |
| S.A. Mason LLC | $640.6K | 9,450 | 0.20% | 27q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $638.6K | 9,421 | 0.00% | 3q | +40.2%+$183.1K |
| RFG Advisory, LLC | $579.6K | 8,550 | 0.01% | 16q | +0.6%+$3.5K |
| US BANCORP \DE\ | $573.6K | 8,461 | 0.00% | 17q | HELD |
| Pine Valley Investments Ltd Liability Co | $550.4K | 8,119 | 0.02% | 12q | +21.8%+$98.5K |
| MML INVESTORS SERVICES, LLC | $542.1K | 7,997 | 0.00% | 23q | +71.8%+$226.6K |
| Cresset Asset Management, LLC | $539.8K | 7,963 | 0.00% | 14q | +3.0%+$15.9K |
| Nemes Rush Group LLC | $521.1K | 7,687 | 0.04% | 13q | -0.7%-$3.8K |
| Essential Planning, LLC. | $511.1K | 7,540 | 0.14% | 16q | HELD |
| Chicago Partners Investment Group LLC | $501.7K | 7,487 | 0.01% | 13q | +19.4%+$81.5K |
| Claro Advisors Inc. | $479.0K | 7,066 | 0.05% | 17q | HELD |
| Forefront Analytics, LLC | $475.9K | 7,020 | 0.52% | 31q | -14.7%-$82.2K |
| Freedom Investment Management, Inc. | $475.2K | 7,009 | 0.13% | 11q | +5.4%+$24.2K |
| PRECEDENT WEALTH PARTNERS, LLC | $456.1K | 6,728 | 0.08% | 11q | HELD |
| Sanctuary Advisors, LLC | $438.9K | 6,475 | 0.00% | 3q | -0.8%-$3.6K |
| FMR LLC | $437.0K | 6,447 | 0.00% | 18q | -1.3%-$5.6K |
| BLAIR WILLIAM & CO/IL | $435.1K | 6,419 | 0.00% | 31q | HELD |
| Dala Group, LLC | $424.1K | 6,255 | 0.35% | new | FIRST |
| Savvy Advisors, Inc. | $421.3K | 6,215 | 0.01% | 10q | HELD |
| DAVENPORT & Co LLC | $414.9K | 6,121 | 0.00% | 31q | HELD |
| WORLD EQUITY GROUP, INC. | $393.9K | 5,811 | 0.09% | 8q | HELD |
| PSI Advisors, LLC | $389.3K | 5,743 | 0.09% | 27q | -2.5%-$10.2K |
| NewEdge Wealth, LLC | $385.1K | 5,681 | 0.00% | 2q | +29.7%+$88.2K |
| UHLMANN PRICE SECURITIES, LLC | $357.3K | 5,273 | 0.01% | 6q | HELD |
| Kingsview Wealth Management, LLC | $352.5K | 5,200 | 0.00% | 22q | HELD |
| IHT Wealth Management, LLC | $343.6K | 5,069 | 0.01% | 4q | HELD |
| Advisory Services Network, LLC | $335.3K | 4,946 | 0.00% | 6q | -5.0%-$17.6K |
| Laurel Wealth Advisors LLC | $326.7K | 4,820 | 0.03% | 3q | -1.0%-$3.4K |
| Integrated Wealth Concepts LLC | $324.4K | 4,786 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $324.4K | 4,807 | 0.00% | 12q | +0.5%+$1.8K |
| FIDUCIARY FINANCIAL ADVISORS | $323.3K | 4,768 | 0.03% | new | NEW |
| HOWARD BAILEY SECURITIES, LLC | $316.7K | 4,671 | 0.12% | 8q | -17.2%-$65.8K |
| CRUX WEALTH ADVISORS | $312.1K | 4,604 | 0.11% | 7q | -3.1%-$10.1K |
| CAPITAL MANAGEMENT CORP /VA | $308.9K | 4,556 | 0.05% | 16q | -0.8%-$2.4K |
| Equitable Holdings, Inc. | $292.8K | 4,319 | 0.00% | 5q | +3.9%+$10.9K |
| Institute for Wealth Management, LLC. | $290.8K | 4,290 | 0.03% | 11q | HELD |
| Essex Bank | $284.7K | 4,200 | 0.06% | 8q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $267.4K | 3,945 | 0.00% | 14q | HELD |
| Graves Light Lenhart Wealth, Inc. | $264.4K | 3,900 | 0.02% | 4q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $261.6K | 3,859 | 0.00% | 31q | HELD |
| Berger Financial Group, Inc | $260.0K | 3,835 | 0.01% | 23q | HELD |
| Arax Advisory Partners | $258.1K | 3,807 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $255.0K | 3,760 | 0.02% | 7q | +597.6%+$218.4K |
| D. E. Shaw & Co., Inc. | $254.6K | 3,755 | 0.00% | 4q | HELD |
Showing the largest 100 of 171 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 163 | $445.1M | 6,590,574 | 17 | 34 | 46 | 0.0% |
| Q1 2026 | 153 | $414.2M | 7,135,623 | 10 | 34 | 42 | 0.0% |
| Q4 2025 | 154 | $377.3M | 6,626,548 | 19 | 27 | 43 | 0.0% |
| Q3 2025 | 138 | $373.2M | 6,679,177 | 15 | 29 | 41 | 0.0% |
| Q2 2025 | 131 | $343.0M | 6,730,324 | 9 | 33 | 43 | 0.0% |
| Q1 2025 | 135 | $336.8M | 6,896,656 | 6 | 37 | 47 | 0.0% |
| Q4 2024 | 149 | $400.9M | 7,424,490 | 7 | 26 | 48 | 0.0% |
| Q3 2024 | 139 | $369.4M | 6,995,770 | 14 | 30 | 48 | 0.1% |
| Q2 2024 | 130 | $338.3M | 7,174,701 | 7 | 30 | 40 | 0.0% |
| Q1 2024 | 129 | $468.0M | 9,338,352 | 12 | 34 | 44 | 0.0% |
| Q4 2023 | 121 | $422.2M | 8,483,456 | 13 | 30 | 34 | 0.0% |
| Q3 2023 | 107 | $307.2M | 7,102,526 | 9 | 25 | 34 | 0.0% |
| Q2 2023 | 102 | $315.5M | 7,037,722 | 5 | 19 | 43 | 0.0% |
| Q1 2023 | 102 | $314.4M | 7,274,344 | 9 | 33 | 27 | 0.0% |
| Q4 2022 | 105 | $364.2M | 8,575,291 | 16 | 30 | 25 | 0.0% |
| Q3 2022 | 115 | $330.8M | 8,439,514 | 10 | 29 | 32 | 0.0% |
| Q2 2022 | 115 | $291.3M | 7,087,115 | 12 | 26 | 40 | 0.0% |
| Q1 2022 | 120 | $383.0M | 7,999,625 | 11 | 31 | 35 | 0.0% |
| Q4 2021 | 125 | $371.2M | 7,212,785 | 12 | 35 | 30 | 0.1% |
| Q3 2021 | 110 | $295.0M | 6,103,343 | 6 | 29 | 31 | 0.0% |
| Q2 2021 | 112 | $300.4M | 6,083,776 | 16 | 27 | 35 | 0.0% |
| Q1 2021 | 110 | $323.2M | 6,873,508 | 16 | 33 | 35 | 0.0% |
| Q4 2020 | 111 | $224.1M | 5,753,801 | 17 | 21 | 39 | 0.0% |
| Q3 2020 | 96 | $189.3M | 6,329,277 | 2 | 14 | 56 | 0.0% |
| Q2 2020 | 105 | $202.4M | 7,127,046 | 14 | 28 | 39 | 0.0% |
| Q1 2020 | 111 | $245.2M | 10,962,563 | 10 | 25 | 47 | 0.0% |
| Q4 2019 | 139 | $462.3M | 11,995,101 | 16 | 41 | 32 | 0.0% |
| Q3 2019 | 121 | $421.9M | 11,840,199 | 10 | 44 | 34 | 0.0% |
| Q2 2019 | 120 | $395.5M | 11,024,775 | 14 | 47 | 26 | 0.0% |
| Q1 2019 | 113 | $359.7M | 9,959,826 | 16 | 38 | 20 | 0.0% |
| Q4 2018 | 104 | $288.1M | 8,979,592 | 3 | 1 | 2 | 0.0% |